BH
DFUS

Burk Holdings’s Dimensional US Equity ETF DFUS Stock Holding History

Burk Holdings’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.67M Buy
105,854
+6,021
+6% +$476K 3.21% 10
2026
Q1 		$7.08M Buy
99,833
+8,820
+10% +$654K 3.03% 10
2025
Q4 		$6.75M Sell
91,013
-2,369
-3% -$174K 3.22% 10
2025
Q3 		$6.76M Buy
93,382
+3,761
+4% +$262K 3.61% 10
2025
Q2 		$6.01M Sell
89,621
-16,167
-15% -$1M 3.76% 10
2025
Q1 		$6.4M Buy
105,788
+10,619
+11% +$679K 4.83% 8
2024
Q4 		$6.07M Buy
+95,169
New +$6.1M 4.91% 8

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Burk Holdings's DFUS Position: Q2 2026 in Review

Burk Holdings increased its Dimensional US Equity ETF (DFUS) stake by 6% in Q2 2026, buying an estimated $476K and bringing the position to 105,854 shares worth $8.67M. The position accounts for 3.21% of the portfolio, ranked #10.

Burk Holdings first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Burk Holdings held 105,854 shares of Dimensional US Equity ETF worth $8.67M as of Q2 2026.
  • Burk Holdings bought 6,021 Dimensional US Equity ETF shares in Q2 2026, an estimated $476K.
  • Dimensional US Equity ETF made up 3.21% of Burk Holdings's portfolio in Q2 2026, its #10 holding.
  • Burk Holdings first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.